+3,912.3%
AEHR vs AJG
+473.1%
+3,439.2%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.2% | +1.3% |
| 7D | +9.8% | -8.3% | +18.0% | +12.3% |
| 30D | -26.7% | -5.7% | -21.1% | -26.0% |
| 3M | -8.1% | +9.1% | -17.2% | -14.9% |
| 6M | +123.1% | +15.2% | +107.8% | +99.6% |
| YTD | +369.0% | -6.3% | +375.3% | +357.3% |
| 1Y | +256.4% | -19.1% | +275.5% | +274.0% |
| 3Y | +96.4% | +8.2% | +88.1% | +59.3% |
| 5Y | +836.6% | +75.6% | +761.0% | +475.6% |
| All | +3,912.3% | +473.1% | +3,439.2% | +1,524.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AJG.
Daily Out/Under-Performance
Portfolio return minus AJG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AJG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded AJG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling